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Associate Advisor (Associate Financial Advisor)

Beta Wealth Group
San Diego, California or Park City, Utah
Depends on Experience
Closing date
Jun 23, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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The Associate Financial Advisor will be part of a team and would work closely with the lead financial advisor to meet with firm clients and maintain the ongoing relationship.  Their responsibilities include preparing financial plans, advising clients, and working with each client's team to develop planning strategies to meet client needs.  The ideal candidate must have strong retirement, tax and estate planning knowledge and other technical skills that allows them to identify financial planning issues and develop recommendations.

Job Responsibilities

*Assist with and maintain client relationships

*Conduct client meetings with lead advisor

*Own and drive the financial planning process which includes designing, analyzing, and presenting customized plans in a clear and understandable manner that are tailored to each client’s facts and circumstances

*Identify issues and planning opportunities for review and discussion with clients.  This includes retirement planning, estate planning, tax planning, insurance needs analysis, and so forth

*Work with other professionals (CPAs, estate planning attorneys and others) to expedite client action items

Requirements and Qualifications

*Certified Financial Planner (CFP) designation

*Bachelor’s degree from accredited college or university, with strong academic record

*Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint)

*Proficiency with financial planning, Social Security analysis and CRM software 

*Exceptional organizational skills and multitasking abilities required with adherence to accuracy and detail

*Strong written and verbal communication skills with the ability to communicate complex concepts in simple and understanding terms to clients

*Self-starter with a team player mentality

*Position based in San Diego, CA or Park City, UT


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